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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Fehrman is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeffery has been in the industry since 1993 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Jeffery holds a variety of licenses and registrations, including Series 7, 6, 63, 66, 9, and 10. Jeffery is also a Certified Financial Planner™. Jeffery provides a range of services, including financial planning, portfolio management, and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
10/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (AUGUSTA GA)
GA
12/13/1995 - 07/21/2009
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
NE
01/03/1995 - 11/21/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NY
04/01/1993 - 06/09/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/01/1993 - 06/09/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
09/14/1989 - 10/27/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/14/1989 - 10/27/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 07/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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